Guillermo San Román

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Wexford Capital LP (Wexford) is an independent, SEC-registered investment advisor headquartered in West Palm Beach, Florida with additional office in Stamford, Connecticut. The firm was founded by Charles Davidson, Joseph Jacobs and Robert Holtz in 1994. Wexford provides investment advice to a variety of private pooled investment vehicles over which the firm has discretionary trading authority.

Wafra, Inc. is a registered investment adviser headquartered in New York City. The firm was founded in 1985 and is wholly owned by Wafra InterVest Corp., which in turn is ultimately wholly beneficially owned by the Public Institution for Social Security of Kuwait (PIFSS), an autonomous agency controlled by the government of Kuwait. Wafra provides advisory and consulting services to funds, separately managed accounts and joint venture arrangements.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

TimesSquare Capital Management LLC (TimesSquare) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 by Grant Babyak, Ian Rosenthal, and Stephen Green. They are a subsidiary of TimesSquare Manager Member LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). TimesSquare provides investment advisory services to various types of institutional investors as well as certain high net-worth individuals and in limited instances to modeled portfolios.

Evermore Global Advisors LLC (Evermore) is an independent investment manager headquartered in Summit, New Jersey. The firm was founded in 2009 by David Marcus and Eric LeGoff. In March 2023, MFP Investors LLC acquired the business assets of Evermore and, in April 2023, became the sub-adviser to the Evermore Global Value Fund, a sub-adviser to a model account, and investment adviser to several separate accounts, all of which were formerly managed by Evermore.

GE Ventures LLC (GE Ventures) is a venture capital subsidiary of General Electric Co. founded in 2000 by James Kim. The firm is headquartered in Menlo Park, California.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Clarion Partners LLC / Private Equity is a Private Equity firm, a subsidiary of Clarion Partners LLC founded in 1982 by Steve J. Furnary and Frank L. Sullivan. Clarion Partners LLC / Private Equity is headquartered in New York.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world.

Muzinich & Co., Inc. (Muzinich) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by George Muzinich in 1988. Muzinich provides discretionary investment advice and management to various onshore and offshore (i) investment funds and (ii) separately managed accounts, either directly or as a subadvisor.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

GE Energy Financial Services Inc (GE Energy Financial Svcs) is a private equity subsidiary of GE Energy Services, Inc founded in 1991. The firm is headquartered in Boston, Massachusetts.

Ramky Enviro Engineers Ltd. provides waste management services. It offers recycling facilities for metals, oil, solvents, paper and plastic. The company was founded by Alla Ayodhya Rami Reddy in 1994 and is headquartered in Hyderabad, India.

Clarion Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN). Clarion Partners provides investment advisory, sub-advisory, and other services principally to institutional investors, focusing on sourcing, underwriting and managing real estate and real estate-related investments.

GE Capital Equity, Inc. (GE Capital Equity) is a private equity division of GE Capital Americas is founded in 1993. The firm is headquartered in Norwalk, Connecticut.

Evolution Systems Ltd. provides software solutions for the telecommunications industry. Its smart energy solution is a fully-automated software solution that reduces energy consumption on the cellular tower level by deactivating the redundant capacity of base stations during low traffic demand. The company was founded by Roy Morad and Idan Cohen in 2011 and is headquartered in Ramat-Gan, Israel.

Trilliant Holdings, Inc. is a networking solutions company based in Cary, NC with subsidiaries in United Kingdom, United States, Canada and Colombia. Trilliant provides scalable, secure networking solutions for optimized performance, efficiency, and system reliability. The company's device-agnostic platform mitigates risk for customers by not requiring them to "lock-in" with one technology provider or meter manufacturer. Trilliant offers a range of solutions including communications platform, advanced metering infrastructure, distribution automation, demand response, prime energy suite, IIoT suite, metering, smart outdoor lighting, and networks and devices. The company is committed to sustainability and designing and implementing innovative solutions for their customers while remaining socially and environmentally conscious. The company was founded in 2004 and Andy White has been the CEO of the company since 2009.

Corner Venture Partners LLC (Corner Ventures) is a venture capital firm founded in 2018 by John Cadeddu and Marvin Tien. The firm is headquartered in Palo Alto, California.

I3 Equity Partners Ltd (I3 Equity Partners) is a venture capital firm founded in 2016 by Eran Wagner and Noga Kap. The firm is headquartered in Tel Aviv, Israel.

Part of Fullshare Holdings Ltd., Nanjing High Speed Gear Manufacturing Co., Ltd. is a company that manufactures and distributes wind power transmission equipment and gear boxes. Nanjing High Speed Gear Manufacturing Co., Ltd. is based in Nanjing, China. Xiao Bin Gu has been the CEO of the Chinese company since 2017.

ThetaRay Ltd. provides big data analytics platform and solutions. Its products include operational risks and operational and cyber threats. The company was founded by Amir Averbuch and Ronald Coifman in 2012 and is headquartered in Hod Ha'Sharon, Israel.

Equalum Ltd. provides data ingestion management services. The firm operates as an end-to-end stream processing platform that enables enterprises to perform real-time analytics on any number of data sets. It also offers real time analytics across wide range of industries ranging from industrial Internet-of-Things (IoT), retail, eCommerce, and healthcare, enabling its customer’s data streaming both to the cloud and hybrid environments. The company was founded by Ofri Manor, Nir Livneh, and Idan Danai in 2015 and is headquartered in Tel Aviv, Israel.